I last used it to trace a commercial opportunity. I use it since I am notified about commercial opportunities. Our main use case is tracking.
Agentforce Sales
Salesforce, Inc.External reviews
10,028 reviews
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Great user experience at each step
What do you like best about the product?
Effiecient Task management and recording follow ups with prospective clients on a regular basis.
What do you dislike about the product?
Complexity in workflows, need assistance to pull out reports or sutomate data from Gmail.
What problems is the product solving and how is that benefiting you?
Helps me to reduce time by streamlining all lead activity one view and schedule timely follow ups. This has led to increasing my conversion rate by 12% MoM
Fantastic CRM solution for marketing and sales especially for lead converstion
What do you like best about the product?
Lead conversion has never been easy has customization features which makes it a lot better for creating individualized solutions and marketing campaigns
What do you dislike about the product?
Apart from the cost part no other issues and complains
What problems is the product solving and how is that benefiting you?
Conversion of leads and quotes has never been so smooth, I have used a lot of CRM tools but this one has stood first and also customization features available are the best part
System for all
What do you like best about the product?
You can put all the details about accounts in one system. You can also communicate to other employees under the same platform
What do you dislike about the product?
Sometimes it's slow to respond since all the account details are in one system.
What problems is the product solving and how is that benefiting you?
The convenience of not going from one system to another to check account details.
Salesforce personal review
What do you like best about the product?
Overall platform helped in managing the whole process from getting the lead to closing the deal.
What do you dislike about the product?
Pricing could be made more customised based on use and conversion
What problems is the product solving and how is that benefiting you?
Manages evrything from getting the lead, following up with it, tracking the overall communication properly in one platform, thus saving human time and energy.
Salesforce - a complete CRM solution for your Business
What do you like best about the product?
Reports, ease of use, mobile accessibility, visibility for all.
What do you dislike about the product?
High bandwidth requirement. Little confusing and complicated in the beginning
What problems is the product solving and how is that benefiting you?
Reports generation is one of the best features of Salesforce. You can create n number of reports according to your business needs
Best CRM platform
What do you like best about the product?
•Best CRM platform for opportunity campaigning
•Can easily integrate to Excel and ERP softwares
•New version have analytics domain
•Can easily integrate to Excel and ERP softwares
•New version have analytics domain
What do you dislike about the product?
•Lightning version have buggy nature
•Saleforce unlimited edition version lacks new features and will be going away
•Saleforce unlimited edition version lacks new features and will be going away
What problems is the product solving and how is that benefiting you?
As Marketing intern, I was able to contain all opportunity leads in one platform, moreover it is easy to export data in CSV.
Made dashboard for sales revenue and forecasting of cost
Made dashboard for sales revenue and forecasting of cost
Closed more leads than previously
What do you like best about the product?
We are closing more leads than before by automating different process that took human efforts and are repetitive tasks, Our revenue has increased since then as well.
What do you dislike about the product?
I can't find any that i dislike till now
What problems is the product solving and how is that benefiting you?
Lot of human errors has been corrected now by adding validations and proper regular data checks, Also helped in removing duplicacy of the same records to filter out, Overall overview of the performances of our sales rep can be visible in our respective dashboard, Automations tools helps in saving time.
We use to review the user details, past subscriptions, gift codes etc
What do you like best about the product?
All the user info, from the day he started his subscription to all the account changes, payment methods used and gift card users.
What do you dislike about the product?
Better customer support, as they take more time to clarify and sort things.
What problems is the product solving and how is that benefiting you?
It helps us to get the most recent user details, his important account details, account info, payment details, next charge dates, invoices and account history.
The only CRM you will need
What do you like best about the product?
The things i like the most about salesforce are flexibility, transparency and scalibility
What do you dislike about the product?
Limited functionality on mobile app and offline activity
What problems is the product solving and how is that benefiting you?
It is saving time when it comes to filling reports and accessing data on your fingertips
A versatile platform that can track commercial opportunities
What is our primary use case?
What is most valuable?
The most valuable features of Salesforce Sales Cloud are the ability to track portfolio opportunities and reporting capabilities. The notification process inside the platform is also very valuable, and extracting reports is extremely useful. However, we are currently using only a small part of its functionality.
What needs improvement?
At the moment, Salesforce Sales Cloud is mainly used by key account managers and the commercial team. We are also looking to extend its use and functionality to the presale team.
As a presale team leader, I see a need to better understand the platform because our current knowledge is limited. This makes it difficult to explore possible extensions of its use. We also want more detailed information on commercial opportunities included in the tool. It needs to include better documentation on the functions it offers.
For how long have I used the solution?
I have been using the product for two years.
What do I think about the stability of the solution?
The tool's stability is very good, and I rate it a ten out of ten.
What do I think about the scalability of the solution?
I rate the tool's scalability a nine out of ten. We use it two to three times a month. My company has around 100 users, and my team has 12 members.
How are customer service and support?
I haven't contacted the technical support team for the solution yet.
What was our ROI?
Currently, there is no impact on the duration of our sales cycle. We are asking more in-depth questions about the platform because, so far, there is no clear benefit. We are still looking internally to understand how to use it more profitably. I'm not involved in the investment itself. I'm just the final user, so it's something that other sales teams in the company evaluate.
What other advice do I have?
We update all our software to the latest versions as an internal policy. Salesforce Sales Cloud is the standard tool in our company. It is integrated with other application platforms developed in the company, which are proprietary software. The integration was difficult, but I don't have direct experience with that process.
My advice to people looking to implement the tool is that they should understand the organization in which the solution will be applied, including the business processes. A certain degree of customization is needed when applying the platform to the real context. Good advice would be to analyse the needs deeply before implementation.
I rate the overall product a nine out of ten. I think it's a good platform. It's versatile and can be applied in many different contexts so that it can be recommended.
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Amazon Web Services (AWS)
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